Kai Linde, co-founder and co-CEO of QPLIX, was invited to discuss trends in wealth reporting for family offices as part of a roundtable discussion. It was an interesting discussion, excerpts of which were published by pbm later.
Alexander Ruis manages SK Family Office GmbH according to the principles of a family business. For him, this means a clear focus on first-class, customised services paired with close personal client relationships. In doing so, he relies on two values: transparency and discipline.
Wealth management platform provider QPLIX and Canoe Intelligence are partnering to harness the potential of machine learning and artificial intelligence to streamline private equity fund-related workflows.
In this episode of Business Reporter's "Fintech Talk" series, Kai Linde was invited to join a discussion on "Developing and delivering a digital wealth management strategy". Host Charles Orton-Jones spoke with him, Kontora's Chief Investment Officer Patrick Maurenbrecher and the co-founder of the Open Wealth Association, Simon Alioth, about the state of play with regard to the digitalisation of wealth management.
As Director Switzerland, Sener Arslan is to drive forward the distribution of the QPLIX wealth management platform in Switzerland.
GKK PARTNERS Asset Intelligence can look into the future with QPLIX. The platform acts as a strategic tool for future planning.
Using the QPLIX wealth management platform, wealth and asset managers can also send orders directly to their respective trading partners via FIXhub.net and the PATRONAS TradeDirector system. FIXhub.net hosts and manages a neutral electronic network that enables buy-side and sell-side institutions to exchange messages based on the FIX protocol and other messaging standards.
In an exclusive article, Private Banking Magazin announces a new cooperation between QPLIX and Institutional Trust Services (ITS). ITS aims to expand its investment, accounting and reporting service offering by leveraging the advanced digital capabilities of QPLIX software.
Institutional Trust Services B.V. (ITS), a Dutch provider of financial administration and reporting services, is implementing the advanced SaaS-based consolidated reporting and controlling solution from German wealth tech provider QPLIX GmbH.
As we stand on the threshold of 2024, we are about to face a series of legal transformations and general trends that will reshape the landscape of wealth and portfolio management in Germany. In wealth management, staying ahead of the curve requires not only staying informed, but also proactively adjusting your strategy in this ever-changing market. Here is a short list of the most important things you should check out at the beginning of 2024:
In this on-demand webinar by QPLIX, IVA & CAPITAL "Trendmonitor Vermögensverwaltung: Wie Vermögensverwalter in den letzten fünf Jahren investiert haben" (in German), experts Nadine Oberhuber, Andreas Ritter and Sebastian Deck discuss how the trends and crises since 2018 have affected portfolio management.
In this 6-minute video, you can find out what QPLIX does and who it does it for. It shows our digital wealth management software in action and gives you a glimpse behind the scenes. Furthermore, our co-founder and CEO Kai Linde explains some of the core functionalities.
In the German Private Banking Magazin, Philip Schäfer, Director of Client Solutions at QPLIX, sheds light on the digitalisation potential ordering processes. He describes the advantages of fully digital and largely automated order management. If this is integrated into the portfolio management system, users also benefit from seamless processes such as automatic booking. Here is a summary of the guest article:
As a software provider that prides on its close strategic relationships with leading private banks, we want to share some observations on technology-driven trends that shape the transformation of this industry. To stay relevant, private bankers need to surf 5 waves of change.
Learn more about modern digital asset management in the QPLIX & Kontora on-demand webinar "Managing complex portfolios digitally" (in German only).
